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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $2,615,325 | $149,040+1654.8% | $120,225+2075.4% | $137,256+1805.4% |
| Participation rate | 100.0% | 75.4%+24.6pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 20.41% | 605.68%-585.3pp | 439.23%-418.8pp | 220.34%-199.9pp |
| Employer contribution / active EE | $5,154 | $4,350+18.5% | $3,475+48.3% | $4,156+24.0% |
| Participant deferral / active EE | $20,667 | $4,655+344.0% | $3,999+416.8% | $6,407+222.6% |
| Admin fee / account holder | $36,333 | $6,348+472.4% | $5,696+537.8% | $12,270+196.1% |